Prosperity Planning Inc. Reduces Holdings in Vanguard Small-Cap Value ETF $VBR

Prosperity Planning Inc. lowered its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,922 shares of the company’s stock after selling 2,871 shares during the period. Vanguard Small-Cap Value ETF comprises 2.4% of Prosperity Planning Inc.’s portfolio, making the stock its 13th largest holding. Prosperity Planning Inc.’s holdings in Vanguard Small-Cap Value ETF were worth $8,958,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. FWG Investments LLC. purchased a new stake in Vanguard Small-Cap Value ETF in the 2nd quarter valued at approximately $456,000. Allworth Financial LP increased its position in Vanguard Small-Cap Value ETF by 6.6% during the second quarter. Allworth Financial LP now owns 794,775 shares of the company’s stock worth $154,989,000 after buying an additional 49,116 shares in the last quarter. Brown Advisory Inc. raised its holdings in shares of Vanguard Small-Cap Value ETF by 12.3% in the second quarter. Brown Advisory Inc. now owns 41,777 shares of the company’s stock worth $8,147,000 after acquiring an additional 4,560 shares during the last quarter. American National Bank & Trust lifted its position in shares of Vanguard Small-Cap Value ETF by 63.9% in the second quarter. American National Bank & Trust now owns 8,888 shares of the company’s stock valued at $1,733,000 after acquiring an additional 3,466 shares in the last quarter. Finally, NorthRock Partners LLC boosted its stake in shares of Vanguard Small-Cap Value ETF by 37.5% during the second quarter. NorthRock Partners LLC now owns 8,312 shares of the company’s stock valued at $1,628,000 after acquiring an additional 2,266 shares during the last quarter.

Vanguard Small-Cap Value ETF Trading Up 0.3%

Shares of VBR stock opened at $214.79 on Friday. The firm has a 50-day moving average price of $208.55 and a 200 day moving average price of $204.31. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $218.90. The company has a market capitalization of $32.30 billion, a price-to-earnings ratio of 14.99 and a beta of 1.05.

About Vanguard Small-Cap Value ETF

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.